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Techmeme
December 2, 2025, 8:20 AM
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Top News

Juli Clover / MacRumors:
Apple says AI chief John Giannandrea is stepping down and will retire in spring 2026; ex-Microsoft CVP Amar Subramanya takes over, reporting to Craig Federighi  —  Apple AI chief John Giannandrea is stepping down from his position and retiring in spring 2026, Apple announced today.
The Information:
Internal memo: OpenAI CEO Sam Altman declares a “code red” to shift more resources to improve ChatGPT amid rising competition, delaying other plans, like ads  —  OpenAI CEO Sam Altman on Monday told employees he was declaring a “code red” to marshall more resources to improve ChatGPT …
Ben Thompson / Stratechery:
Google, with its structural advantages, is a threat to both OpenAI and Nvidia; OpenAI has a meaningful moat with 800M+ ChatGPT users, but must monetize via ads  —  OpenAI and Nvidia are both under threat from Google; I like OpenAI's chances best, but they need an advertising model to beat Google as an Aggregator.
Allison Johnson / The Verge:
Samsung unveils the Galaxy Z TriFold, with a 6.5" outer screen, a 10" inner screen, a Snapdragon 8 Elite for Galaxy SoC, and a 3.9mm body at its thinnest point  —  It's really called the TriFold and it's really coming to the US. … It'll launch first in Korea on December 12th, with a US launch planned for the first quarter of 2026.
Heekyong Yang / Reuters:
Samsung says the Galaxy Z TriFold will go on sale in South Korea on December 12 for ~$2,440, in China later in 2025, and in the US as early as Q1 2026
Ryan Christoffel / 9to5Mac:
AWS and Google Cloud announce a jointly built multicloud networking solution and a new open interoperability spec; AWS plans a rollout with Azure later in 2026  —  Outages at major web hosts can have huge impacts across society, as we see often such as with the recent Cloudflare outage.
Reuters:
Sources: Apple doesn't plan to comply with India's mandate to preload a state-owned cyber safety app on iPhones and will raise its concerns with New Delhi  —  Apple (AAPL.O) does not plan to comply with a mandate to preload its smartphones with a state-owned cyber safety app and will convey …
Anthropic:
Study: using the SCONE-bench benchmark of 405 smart contracts, Claude Opus 4.5, Sonnet 4.5, and GPT-5 found and developed exploits collectively worth $4.6M  —  AI models are increasingly good at cyber tasks, as we've written about before.  But what is the economic impact of these capabilities?
Michael J. de la Merced / New York Times:
Prediction market Kalshi raised $1B led by Paradigm at an $11B valuation, up from $5B after raising $300M in October 2025, making its co-founders billionaires  —  The fund-raising effort, the company's third this year, values it at $11 billion, and comes amid stiff competition in the increasingly popular industry.
Amanda Silberling / TechCrunch:
Marques Brownlee plans to shut down wallpaper app Panels on December 31; Appfigures: Panels had 900K downloads and $95K in user spending since its 2024 launch  —  Tech YouTuber Marques Brownlee, or MKBHD, announced on Monday that his phone wallpaper app Panels is shutting down.
Matthew Gault / 404 Media:
Polymarket's Ukraine war betting, based on ISW's map, generated $1M+ in volume for “Will Russia capture Myrnohrad?”; an “unauthorized” map edit resolved the bet  —  A live map that tracks frontlines of the war in Ukraine was edited to show a fake Russian advance on the city of Myrnohrad on November 15.
Emily Graffeo / Bloomberg:
Vanguard now allows ETFs and mutual funds that primarily hold cryptocurrencies to be traded on its platform, reversing a longstanding position  —  Vanguard Group, the world's second-largest asset manager, has decided to allow ETFs and mutual funds that primarily hold cryptocurrencies …
Keach Hagey / Wall Street Journal:
CANI files a CA ballot measure to let an oversight board review and undo science and tech nonprofit conversions since January 2024, indirectly targeting OpenAI  —  The coalition backing the effort has appealed to Elon Musk for help funding the measure  —  A coalition that tried and failed …
Ash Parrish / The Verge:
Discord now lets users buy, wishlist, and gift in-game cosmetic items directly within its platform, starting with a store within Marvel Rivals' Discord server  —  Starting with Marvel Rivals, users will be able to buy and gift in-game items without leaving Discord.
Bloomberg:
Taiwanese prosecutors charge Tokyo Electron for failing to prevent staff from allegedly stealing TSMC trade secrets, indicting the company on several counts  —  Taiwanese prosecutors charged Tokyo Electron Ltd. for failing to prevent staff from allegedly stealing Taiwan Semiconductor …
More: Reuters
Angel Au-Yeung / Wall Street Journal:
A profile of Cursor CEO Michael Truell, a 25-year-old who started building the AI coding tool in 2023, as some question Cursor's reliance on third-party models  —  Cursor, which launched one of the fastest-growing AI tools of all time, is at the center of the boom-or-bust debate in Silicon Valley
Alex Heath / Sources:
Memo: Adam Mosseri asks Instagram US staff to return to office five days per week from February 2026; sources: it is the first such mandate for a big Meta unit  —  Read Adam Mosseri's internal memo announcing a full return to the office five days a week, fewer meetings, and fewer decks.

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This is a Techmeme archive page. It shows how the site appeared at 8:20 AM ET, December 2, 2025.

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From Mediagazer

CNN:
Don Lemon pleads not guilty to two federal charges stemming from his reporting at an anti-ICE protest in a Minnesota church

Abbey White / The Hollywood Reporter:
A Q&A with PBS Kids' Sara DeWitt on the effect of cuts to the $112M Ready to Learn grant, including potentially partnering with ad tech companies

Hollie Richardson / The Guardian:
A look at the growth of Belfast in Northern Ireland as a home for producing TV shows, following the success of the comedy Derry Girls

More News

Neil J Kanatt / Reuters:
Shopify says it fixed an issue in its login authentication flow, resolving a December 1 outage that left some merchants unable to log in or access POS systems

Earlier Picks

Stephen Alpher / CoinDesk:
Michael Saylor's Strategy creates a $1.44B “US dollar reserve” funded by stock sales after cutting full-year profit and bitcoin yield targets due to price drops
Dan Primack / Axios:
The reaction to NYT's David Sacks story aside, Sacks is pushing policies to help the US win the AI race, which also benefit him, his allies, and even his foes
Saritha Rai / Bloomberg:
DeepSeek releases DeepSeek-V3.2 and DeepSeek-V3.2-Speciale, which it calls “reasoning-first models built for agents”, after releasing V3.2-Exp in September
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